HOW TO CREATE NEW CONTACT IN SALESFORCE | Techila
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HOW TO CREATE NEW CONTACT IN SALESFORCE

CREATE NEW CONTACT IN SALESFORCE

HOW TO CREATE NEW CONTACT IN SALESFORCE

Contact records are used for individuals to store personal and business information. In Contacts we can store phone numbers, E-mail address. Department name, Fax etc. Last Name Field is required when creating new contact in Salesforce.

 

To Create new Contact in Salesforce go for Contacts Tab.

 

CREATE NEW CONTACT IN SALESFORCE

 

After Selecting Contacts tab select new as shoen below

 

CREATE NEW CONTACT IN SALESFORCE

 

Now we are required to enter contact information,Address information,Additional information and description information while creating new Contact in Salesforce

 

Add contact information

 

 

Entre First name, Last name, name of the account for contact and finally save it.

 

Contact details will be displayed in detailed view. If we want to change contact details in Salesforce Select Request Update.

 

Contact Request Update

 

 

Courtesy: http://www.crmsalesforcetraining.com/creating-new-contact-salesforce/

“Explore – Techila Global Services, A Salesforce development company”

Author: techila

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